Ownership history in Geller Advisors LLC · 26 quarters on record
This page tracks every 13F SEC filing in which Geller Advisors LLC reported a position in ISHARES TR RUSSELL1000VAL (IWD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | REDUCED | 367,037 | -21,461 | -5.5% | 4.46% | $67.9M | $181.15 |
| 2024 Q3 | ADDED | 388,498 | +8,316 | +2.2% | 5.10% | $73.7M | $184.76 |
| 2024 Q2 | ADDED | 380,182 | +34,019 | +9.8% | 4.92% | $66.3M | $168.92 |
| 2024 Q1 | REDUCED | 346,163 | -48,939 | -12.4% | 5.03% | $62.0M | $172.73 |
| 2023 Q4 | REDUCED | 395,102 | -52,322 | -11.7% | 6.36% | $65.3M | $158.67 |
| 2023 Q3 | REDUCED | 447,424 | -6,249 | -1.4% | 7.95% | $68.4M | $144.92 |
| 2023 Q2 | ADDED | 453,673 | +85 | +0.0% | 8.93% | $71.6M | $149.70 |
| 2023 Q1 | REDUCED | 453,588 | -2,039 | -0.4% | 10.19% | $69.1M | $143.83 |
| 2022 Q4 | ADDED | 455,627 | +143,332 | +45.9% | 11.70% | $69.1M | $142.50 |
| 2022 Q3 | REDUCED | 312,295 | -103,998 | -25.0% | 9.23% | $42.5M | $126.99 |
As of 2025 Q4 — sorted by position size